12/22/2025
Tax season is coming! With 12 days to go, ensure you're prepared with these 12 critical tasks for tax professionals!
šÆ 12 Things Tax Pros Should Be Doing Right Now Before Tax Season Starts
1ļøā£ Finalize Software Setup & Updates
- Make sure your tax software, eāfile applications, and security patches are fully updated.
- Run test returns to confirm everything is functioning smoothly.
2ļøā£ Renew PTIN, EFIN, and Any State Credentials
- Doubleācheck expiration dates.
- Confirm your EFIN is active and hasnāt been flagged.
3ļøā£ Complete Annual Security Awareness Training
- IRS requires it for anyone with access to taxpayer data.
- Update your Written Information Security Plan (WISP).
4ļøā£ Prepare Client Intake Forms & Organizers
- Update engagement letters, questionnaires, and checklists.
- Make them digital and mobileāfriendly if possible.
5ļøā£ Clean & Organize Your Digital Workspace
- Set up folders for 2024 returns.
- Archive or secure last yearās files.
- Create naming conventions for consistency.
6ļøā£ Review Tax Law Changes for the New Season
- IRS updates, inflation adjustments, credits, and stateāspecific changes.
- Prepare cheat sheets for your team.
7ļøā£ Set Up Your Appointment Calendar
- Open booking links.
- Establish office hours, virtual meeting options, and blackout dates.
8ļøā£ Prepare Your Marketing & Client Communication
- Draft āWeāre Open for Tax Seasonā emails, texts, and social posts.
- Remind clients what documents theyāll need.
9ļøā£ Train or Refresh Your Team
- Run scenarioābased practice returns.
- Review common errors and workflow expectations.
- Assign roles for intake, review, and quality control.
š Test Your Office Technology
- Printers, scanners, signature pads, portals, and payment systems.
- Make sure everything is synced and secure.
1ļøā£1ļøā£ Stock Up on Supplies
- Paper, toner, folders, envelopes, business cards, snacks, and client hospitality items.
- If youāre like you, Kamesha ā make sure the office vibe is on brand and welcoming.
1ļøā£2ļøā£ Set Revenue Goals & Workflow Targets
- Decide how many returns you want to complete weekly.
- Identify your ideal client mix.
- Set pricing and update your fee schedule.
If you are still needing Software or Bank Products, DM or text me today! I can have you set up immediately!
Kamesha Lurry
901*608*1697